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Collaborative Capital Advisors Logo
Collaborative Capital Advisors Growth Score
57
CB Rank
65115
Heat Score
32
Collaborative Capital Advisors is a financial service offering for that provides solutions for asset management and family offices.
Founded
obfuscation
PrivateSeed New York, New York, United States1-10 www.collaborativecapitaladvisors.com/
Advice
Asset Management
Consulting
Family
Financial Services
Overview

Collaborative Capital Advisors
Total Funding
obfuscation
Growth Score
57
Heat Score
32

Total Funding
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Seed raised
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Growth Score57
-6 pts
in past quarter
Heat Score 32
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Collaborative Capital Advisors

CB Rank
65115
Collaborative Capital Advisors is a financial service offering for that provides solutions for asset management and family offices.
Founded
obfuscation
PrivateSeed New York, New York, United States1-10 www.collaborativecapitaladvisors.com/
Advice
Asset Management
Consulting
Family
Financial Services

Funding Rounds

Seed
OBF
in
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Key People

Details

Legal Name Collaborative Capital Holdings LLC
Operating Status Active
Company Type For Profit
Founders  Jonathan Bergman, Nathan Romano
Phone Number +1 646 933 5715
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 1
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Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Seed Round - Collaborative Capital Advisors Logo
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Seed Round - Collaborative Capital Advisors Logo
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 1

Employee Profiles

News

News and Press

News•Jan 21, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

235
-73.45%
 in past month

IT Spend

$55.3KThis year, Collaborative Capital Advisors is projected to spend $55.3K on IT, according to Aberdeen.
Sub-Organizations
Frequently Asked Questions

Where is Collaborative Capital Advisors's headquarters? Collaborative Capital Advisors is located in New York, New York, United States.When was the last funding round for Collaborative Capital Advisors? Collaborative Capital Advisors closed its last funding round on
obfuscation
from a Seed round.Who are Collaborative Capital Advisors's competitors? Alternatives and possible competitors to Collaborative Capital Advisors may include Stonehage Fleming Family & Partners, Cresset, and  Northern Trust.How much funding has Collaborative Capital Advisors raised to date? Collaborative Capital Advisors has raised
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Who We Are
What We Do
Helpful Links
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